Scott Lundy is a Registered Assistant with SagePoint Financial, Inc. He grew up in Clarkfield, MN and graduated from Clarkfield High School. Scott has a Business Administration degree from Concordia College in Moorhead, MN. Scott has four years of experience in financial services prior to joining the firm in 2010.
In Scott’s role as Registered Assistant, he is responsible for the day-to-day coordination of processes on client accounts with and is key in making sure all aspects of the plan gets executed as agreed upon. Registered Assistants have in-depth knowledge of each client’s file and the status of any activities.
Scott has a Series 66 and 7, Registered with SagePoint Financial Inc., as well as an Insurance License. He and his wife, Tracy, live in Willmar with their four children, Ally, Paige, Lucas and Reese.